AI Infrastructure
11 articlesMediaTek and Microsoft Research Develop MicroLED-Based Active Optical Cable Technology for Data Centers
MediaTek and Microsoft Research have jointly developed an Active Optical Cable technology using MicroLED light sources that could deliver up to 50% power savings compared to conventional VCSEL-based alternatives. The technology aims to solve critical trade-offs between reach, power efficiency, and reliability in data center transmissions.
Google Cloud and NVIDIA Unveil Fractional GPU Access as AI Infrastructure Market Heads Toward $265B by 2035
Google Cloud and NVIDIA announced fractional GPU access via G4 virtual machines and new Blackwell-powered cloud instances at GTC 2026, targeting cost-effective AI infrastructure deployment. The GPU-as-a-Service market is projected to reach $26.43 billion by 2031, while hyperscalers plan $600 billion in capex spending for 2026.
Nebius Group Raises $4.0 Billion Through Convertible Notes Offering to Fund AI Infrastructure Expansion
Nebius Group N.V. has successfully priced a $4.0 billion convertible senior notes offering, comprising $2.25 billion in 2031 notes and $1.75 billion in 2033 notes. The Amsterdam-based AI infrastructure company plans to use the proceeds to accelerate its data center and AI computing capabilities expansion.
Nebius Group Pursues $3.75 Billion Convertible Notes Offering to Fund AI Infrastructure Expansion
AI infrastructure company Nebius Group announced plans for a $3.75 billion private offering of convertible senior notes split between 2031 and 2033 maturities. The substantial fundraising effort reflects the company's aggressive expansion strategy in the rapidly growing AI compute market.
CrowdStrike Falcon Platform Integrates with Nebius AI Cloud in Global Partnership Deal
CrowdStrike and Nebius have formed a strategic partnership to integrate the Falcon cybersecurity platform with Nebius AI Cloud infrastructure. The collaboration aims to provide enterprise-grade security for organizations scaling AI workloads on high-performance cloud environments.
Nebius Secures $12 Billion AI Infrastructure Contract with Meta Through 2032
Nebius Group has signed a five-year, $12 billion AI infrastructure supply agreement with Meta, representing one of the largest AI cloud capacity deals announced to date. The contract will leverage NVIDIA's Vera Rubin platform across multiple locations, with capacity delivery beginning in early 2027.
Nscale Acquires American Intelligence & Power as AI Infrastructure Spending Approaches $700 Billion in 2026
Nscale announced its acquisition of American Intelligence & Power to secure critical site permits and power agreements for AI data center expansion. The deal comes as hyperscalers prepare to invest $700 billion in AI infrastructure in 2026, marking a significant acceleration in data center development.
GPU Cloud Market Faces $600 Billion Hyperscaler Spending Wave Amid Consolidation Fears
The GPU-as-a-Service market is projected to reach $7.36 billion in 2026, while hyperscalers plan over $600 billion in capital expenditures. Industry analysts warn of an impending consolidation that could see a few providers control 80% of the market by 2027.
Microsoft and Meta Lead March 2026 Data Center Expansion with Combined $23B in New Projects
Microsoft secured approvals for 15 data centers in Wisconsin valued at over $13 billion and expanded North Carolina capacity to 4.5 GW, while Meta broke ground on a $10 billion, 1 GW campus in Indiana. The announcements highlight continued hyperscale investment despite industry-wide construction capacity declining 5.5% from 2024.
Hyperscalers Launch Gigawatt-Scale AI Data Center Expansions Amid Power Grid Challenges
Major cloud providers announced over $50 billion in new data center investments in early March 2026, focusing on gigawatt-scale AI campuses. Meta broke ground on a $10 billion, 1 GW facility in Indiana while Google pledged 7,800 MW of new generation capacity in Texas alongside grid upgrade commitments.
Nebius Appoints Dan Lawrence to Spearhead AI Cloud Expansion in North America
AI cloud provider Nebius has named Dan Lawrence as Senior Vice President and General Manager for the Americas to lead its North American expansion efforts. Lawrence will scale the company's commercial operations from Boston to meet growing demand for specialized AI infrastructure across multiple customer segments.